SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for SPY

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 12.4K shares with a market value of $8.0M. It started holding SPY on 2024-09-30. At its peak, it held 13.3K shares on 2024-09-30. Its highest holding value was $8.4M on 2025-12-31. At its lowest, it held 12.2K shares on 2025-09-30, with a value of $7.3M on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 148. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 651.